+3,273.8%
GLW vs UNH
+141,036.3%
-137,762.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.9% | -5.2% | -3.7% |
| 7D | -11.1% | +0.2% | -11.3% | -11.1% |
| 30D | -28.4% | +6.8% | -35.2% | -29.5% |
| 3M | -28.8% | -0.3% | -28.5% | -28.9% |
| 6M | -39.8% | +7.9% | -47.7% | -41.2% |
| YTD | +28.7% | +25.1% | +3.6% | +19.9% |
| 1Y | +27.7% | +29.3% | -1.6% | +17.9% |
| 3Y | +331.3% | -20.3% | +351.6% | +326.7% |
| 5Y | +233.4% | -3.6% | +237.0% | +211.7% |
| 10Y | +521.8% | +227.5% | +294.3% | +339.9% |
| All | +3,273.8% | +141,036.3% | -137,762.5% | +699.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UNH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling